Weekly Published Article

7/11/20 - 2020 Mid-Year Review – Six Months of Craziness

The year 2020 is half over, and what a year it has been so far!  I think it is safe to say that it has been six months of craziness with the changing economic conditions and all of the retirement rules and law changes that have occurred. So what has happened so far this year, and how do you adapt properly and take advantage to improve your retirement plan for the rest of the year?

7/4/20 - Will You Achieve Financial Independence in Retirement?


All this week people have been celebrating Independence Day.  Independence Day honors the birthday of the United States of America and the adoption of the Declaration of Independence on July 4, 1776.  The Declaration of Independence is the nation's most cherished symbol of liberty, and this is a special time for many Americans. 


6/27/20 - Does Father Always Know Best?

Last Sunday was Father’s Day.  Hopefully, you were able to spend some quality time with your father and thank him for all the good advice and wisdom that you may have received from him over your lifetime.  Advice from your father and all his experiences can be very valuable, especially with his experiences on money matters.  However, does father always know best? 

6/20/20 - The New World of Retirement Planning


Today’s retirement world is vastly different from the past.  In today’s world, you cannot rely on an employer and the government to take care of you.  It’s on you to save for your retirement and have the proper plan in place to provide you with an increasing income for what potentially may be a very long time.  So are you using old outdated tools and strategies to build your retirement plan, or have you adapted to the times?


6/13/20 - Do You Have a True Retirement Plan?

Everyone knows that in order to have a successful retirement in today’s world, you will have to save enough money and save it properly.  However, even the best-laid retirement plans can run into trouble in retirement.  Why is that?  It is because of many potential threats to your plan.?

6/6/20 - Question of the Month - June


“Hi, Brian.  I am 65 years old, and I retired two years ago after turning on our Social Security benefits.  However, after the volatility spike in the market this year, my wife and I are concerned about how much we have saved for retirement and are worried it now may not be enough.  Thus, I am considering going back to work to try and add more money to our nest egg.  How will this affect our Social Security benefits, and what options do we have here?  Thank you.” Russell and Barb


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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.  


Lou Holtz was a paid speaker and his presentation and presence on this website should not be construed as an endorsement of services.

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